NJ Momentum Fund
NJ Momentum Fund is a thematic fund of NJ Mutual Fund with ₹409 cr under management. Its direct plan charges 1.72% a year. Dhaval Patel has managed it for 0.2 years.
Has NJ Momentum Fund beaten its benchmark?
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −3.05% | −3.60% | — |
| 3 months | — | −5.03% | — |
| 6 months | — | −1.83% | — |
| 1 year | — | −4.06% | — |
| 3 years | — | +9.27% | — |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 3 Aug 2026 | — | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | — | — | — | — | — |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Aug 2026 to 14 Oct 2026₹100 put in at the start of Aug 2026 would be ₹96 on 14 Oct 2026, against ₹94 in the Nifty 500 TRI.
What does NJ Momentum Fund cost?
1.72% a year on the direct plan, 3.51% on the regular plan; 53 of 61 funds in its category charge less.
Who manages NJ Momentum Fund?
Dhaval Patel, since 30 Jul 2026; Viral Shah, since 30 Jul 2026; Jaimin Ilavia, since 4 Aug 2026.
What does NJ Momentum Fund hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Questions people ask
Who manages NJ Momentum Fund?
Dhaval Patel (manager) since 30 Jul 2026; Viral Shah (manager) since 30 Jul 2026; Jaimin Ilavia (manager) since 4 Aug 2026.
What is the expense ratio of NJ Momentum Fund?
1.72% a year on the direct plan and 3.51% on the regular plan (expense report, Oct 2026).
See NJ Momentum Fund beside your own funds in Valarth
